HCM Sales Consultant

CBIZ•Roanoke, FL

12d•Remote

About The Position

This role focuses on proactively prospecting and generating new B2B business through various channels including cold calling, networking, field outreach, and digital engagement. The primary goal is to achieve annual new revenue targets by selling comprehensive HCM and payroll solutions to new clients. The consultant will act as a high-activity "door opener," aiming to displace legacy providers and secure net-new logos. This involves managing the entire sales cycle, from initial discovery and solution development to proposal presentation, contract negotiation, and closing deals. The role also requires diligent tracking of all sales activities and opportunities in CRM systems, analyzing sales data to refine strategies, and collaborating with internal teams to ensure a smooth client onboarding process. Additionally, the consultant will identify cross-selling opportunities, provide market insights to leadership, and engage in personal and professional development.

Requirements

High School Diploma or GED equivalent
Some relevant industry experience
Must obtain required licenses/credentials
Superior command of verbal, written, presentation, and negotiation skills
Proficient use of applicable technology
Demonstrated ability to communicate verbally and in writing throughout all levels of the organization, both internally and externally
Must be able to travel based on client and business needs

Nice To Haves

3+ years of full-suite HCM and payroll sales experience (Outside B2B sales)
Experience selling to mid-market organizations (50–500 employees)
Proven track record of prospecting new logos, quota attainment, and sales success
Positive, persistent, and self-starting mindset with the ability to thrive under pressure
Established network
Bachelor's Degree

Responsibilities

Proactively prospect and generate new B2B business through cold calling, networking, field outreach, and digital engagement.
Achieve annual new revenue targets through consultative sales to new clients.
Act as a high-activity “door opener,” focused on displacing legacy providers and winning net-new logos.
Manage the full sales cycle including discovery, solution development, proposal presentation, contract negotiation, and closing.
Track and manage all sales activities, opportunities, and prospect interactions within CRM systems.
Document and analyze won and lost opportunities to improve sales strategy and forecasting.
Partner with internal implementation and client service teams to ensure a seamless onboarding experience for new clients.
Identify and support cross-selling opportunities across additional service lines.
Provide leadership with insights on market trends, competitive activity, and client needs.
Contribute to personal and professional development through annual goal setting and performance planning.
Perform additional responsibilities as assigned.